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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,581 | $102,385-43.8% | $147,080-60.9% | $80,935-28.9% |
| Participation rate | 69.8% | 75.9%-6.0pp | 82.2%-12.3pp | 67.7%+2.2pp |
| Annual return | 16.48% | 135.09%-118.6pp | 420.17%-403.7pp | 35.66%-19.2pp |
| Employer contribution / active EE | $1,739 | $3,717-53.2% | $4,933-64.8% | $2,757-36.9% |
| Participant deferral / active EE | $4,815 | $6,651-27.6% | $8,066-40.3% | $4,299+12.0% |
| Admin fee / account holder | $1,047 | $7,951-86.8% | $12,989-91.9% | $6,924-84.9% |